LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $538M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$7.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$36.3K

Top Sells

1
+$1.8M
2
+$431K
3
+$302K
4
OEC icon
Orion
OEC
+$284K
5
BA icon
Boeing
BA
+$283K

Sector Composition

1 Financials 16.28%
2 Energy 15.51%
3 Consumer Staples 13.15%
4 Industrials 12.43%
5 Healthcare 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 12.37%
128,487
-1,656
2
$13.4M 4.94%
84,806
-1,650
3
$13.1M 4.85%
90,649
-1,710
4
$12M 4.43%
81,630
-1,780
5
$12M 4.42%
386,452
-6,951
6
$11.4M 4.22%
50,449
-1,335
7
$10.7M 3.94%
32,755
-870
8
$10.6M 3.93%
286,018
-4,484
9
$9.89M 3.66%
249,729
-6,165
10
$9.72M 3.59%
102,120
-2,640
11
$9.36M 3.46%
64,153
-1,290
12
$8.11M 3%
98,863
-755
13
$7.44M 2.75%
76,870
-1,340
14
$6.47M 2.39%
19,920
-375
15
$6.37M 2.35%
41,595
-40
16
$6.02M 2.23%
455,772
+2,745
17
$5.95M 2.2%
130,240
-2,675
18
$5.88M 2.17%
199,130
-1,185
19
$5.42M 2%
55,440
-330
20
$5.19M 1.92%
171,870
-2,735
21
$5.16M 1.91%
267,540
-14,690
22
$5.09M 1.88%
15
23
$4.91M 1.82%
34,122
-150
24
$4.69M 1.73%
38,905
-451
25
$4.35M 1.61%
121,955
-850
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